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Rational Advisors’s Factset FDS Stock Holding History

Rational Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7
Closed -$2K – 347
2020
Q3 		$2K Buy
+7
New +$2.42K ﹤0.01% 469
2013
Q4 		$143K Sell
1,316
-50
-4% -$5.55K 0.01% 538
2013
Q3 		$149K Sell
1,366
-39
-3% -$4.21K 0.01% 560
2013
Q2 		$143K Buy
+1,405
New +$135K 0.01% 554

Other funds holding FDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rational Advisors's FDS Position: Q4 2020 in Review

Rational Advisors sold out of Factset (FDS) in Q4 2020, closing a stake of 7 shares — an estimated $2K sold.

Rational Advisors first reported a position in FDS in Q2 2013 and held it in 4 quarters. The position peaked at $149K in Q3 2013. 591 funds tracked by Wall St. Rank hold FDS as of Q4 2020.

  • Rational Advisors reported no remaining Factset position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 7 Factset shares in Q4 2020, an estimated $2K.
  • Rational Advisors first reported a position in Factset in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's Factset position peaked at $149K in Q3 2013.
  • 591 funds tracked by Wall St. Rank held Factset as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.